GLP-1赛道再掀风云,2030 年剑指千亿美金!

制药网
Sep 24, 2025

近日,辉瑞宣布,拟斥资73亿美元收购减肥药物开发商Metsera,释放出辉瑞重返减肥药赛道的信号。成立仅3年的Metsera能撬动 73 亿美元估值,关键在于其精准破解了当前 GLP-1 药物的三大痛点 —— 疗效、耐受性与给药频率。公司通过 “肽类工程平台 + 精准管线布局”,构建起难以复制的竞争壁垒。​其核心资产 MET-097i 是一款 “完全偏向性” 超长效 GLP-1 受体激动剂,在 Ⅱ...

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